About Us

Bonner & Smith, LLC is a FEE ONLY comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning, tax and estate planning.

We currently manage assets that include individual investors, corporate profit sharing plans, and trusts.

Whether you are investing on behalf of a corporate retirement plan, a non-profit endowment or building your own net worth, you want your money invested prudently and profitably.  Our goal is to provide our clients with the long-term growth needed to reach their goals, consistent with their risk tolerance.  Our ability to reach this goal has led to many referrals from satisfied clients and our continued growth. ​

• CERTIFIED FINANCIAL PLANNER™ professionals  
• Registered Investment Adviser
• Fee-Only - no commissions, no selling
• Active Portfolio Management - continual monitoring
• Fiduciary—we act in your best interest, always
• Independent – conflict free, full disclosure
• Fidelity as custodian – high quality, low expenses, accessible 24/7
• High client retention/referral rates
• Specialty in federal and oil company employee retirement plans 
• We are accessible, we manage your accounts, we are the advisers you work with, we don’t outsource or delegate​​